Plan Snapshot
- Plan Sponsor: Peachtree Hospitality Management, LLC
- Sponsor EIN: 261186759
- Sponsor Address: 3500 LENOX ROAD SUITE 625, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 1,568
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,568 | $18.9M | $1.2M | $2.7M |
| 2023 | 503 | $14.4M | $909,016 | $2.3M |
| 2022 | 1,362 | $8.4M | $643,644 | $1.7M |
| 2019 | 977 | $3.1M | $0 | $0 |
| 2017 | 177 | $522,182 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FRAZIER & DEETER | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.111% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $102,227 | $47,040 | — | $21,000 | — |
| 2023 | $32,024 | $6,336 | — | — | — |
| 2022 | $24,882 | — | — | — | — |
| 2019 | $8,861 | — | — | — | — |
| 2017 | $483 | — | — | — | — |